Taxation Services

You can prepare income tax returns for individuals and businesses, as well as business activity statements, and provide bookkeeping services under the supervision of our registered tax agents and earn an income while working towards meeting BAS and Tax Agent registration experience requirements.

Mortgage Broker Services

You can refer your family, friends, and community contacts for our home and commercial loan services to gain a minimum of $500 or a maximum of 50% of the upfront commission paid to us by the banks. Provision of these support services also create the opportunity for you to meet the experience requirements for a mortgage broker's license.

Integrated Booking System

We will provide you with a personal SimplyBook.me booking system for your own appointment calendar which is linked with our website, and national marketing campaigns, to assist you to increase your tax clients.

Marketing Support

Our Business Development Manager will work with you to help increase your client numbers using marketing strategies that may include sponsorship for local community events, brochures and business cards.

Improved Support Services

We have staff dedicated to provide timely support in resolving all of your technical and administrative enquiries.

Automated Client Allocation

You will instantly receive client allocations from our integrated booking system, which enables you to provide a timely service for our clients.

User-friendly e-signature

We have developed a new e-signature system to help clients who have difficulties with our XPM e-signatures.

Innovative Marketing Approach

We have revamped our website with artificial intelligence chatbots linked with our online marketing strategies to increase client engagement